All articles tagged with #zs
Zscaler beat estimates with adjusted earnings of $1.19 a share on $898.2 million in revenue and issued a Q1 revenue outlook above consensus, but the stock has fallen about 21% this year as AI enthusiasm weighs on software names; the company is positioning itself as an AI winner in cybersecurity.
Zscaler (ZS) stock fell about 25% after FY27 ARR and revenue guidance missed expectations, with higher capital expenditures weighing on free cash flow margins. While many analysts lowered price targets, they remained constructive on the name due to robust net revenue retention, though concerns persist about competition from Palo Alto Networks and Netskope and slower new-logo growth in the SASE space.